Shareholders Service Group to offer Jemstep Advisor Pro to RIAs

Digital advice platform will be available to more than 1,500 RIAs.
FEB 17, 2017

Jemstep Advisor Pro, a client engagement and investment management tool, is being made available to the more than 1,500 RIA firms that do business with Shareholders Service Group, Jemstep's parent, Invesco, said in a press release. The Jemstep digital advice platform combines client engagement, onboarding and servicing technology with investment management capabilities, Invesco said. SSG provides brokerage and custodial services exclusively for independent registered investment advisers. "We have worked closely with SSG and its clearing and custody partner, Pershing LLC, to seamlessly integrate our client onboarding and servicing flows," said Simon Roy, president of Jemstep. ​

Latest News

Carnegie Investment Counsel sued over valuation suppression
Carnegie Investment Counsel sued over valuation suppression

Retiring RIA seller David Laidlaw alleges the Carnegie valued his stake on $11.7 million EBITA while pitching potential buyers on $21.3 million.

Arch pushes AI portfolio monitoring into pre-investment due diligence
Arch pushes AI portfolio monitoring into pre-investment due diligence

New tool gives RIAs and family offices AI help vetting private market deals, with some users reportedly halving review time.

$4.5M raised on trust alone: SEC alleges affinity fraud in merchant lending
$4.5M raised on trust alone: SEC alleges affinity fraud in merchant lending

Investors got projected returns dressed up as real ones, SEC says

Treasury sets auto-enrollment rules for Trump Accounts, potentially adding 60 million more children
Treasury sets auto-enrollment rules for Trump Accounts, potentially adding 60 million more children

Parents must still act to get the $1,000 federal seed and employer contributions, giving financial advisors a role in the rollout.

FINRA bars former LPL broker for stealing $1.7 million from customers
FINRA bars former LPL broker for stealing $1.7 million from customers

FINRA booted Rudy Anguiano from the industry for “conversion - the intentional and unauthorized taking of another person’s property.”

SPONSORED In the Age of AI, Trust Becomes the Advisor's Greatest Asset

As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains